Digital Assets and Estate Planning “The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital …
Revocable Trust vs. Will: An Overview “One of the most fundamental choices you can make as you’re thinking about how to pass your assets on …
Options for Generating Income During the COVID-19 Crisis“For many older adults, claiming Social Security early would be a big mistake. It was a mistake made …
Utilizing Low-Interest Rates in Estate Planning “A more present sense of one’s own mortality may drive those who have not made plans before to begin …
Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …
The Impact of Location on Wealth Transfer “Does your ability to pass on your wealth to your heirs depend on where you live … and …
The Dangers of Transferring Home Ownership to Adult Children “Adding an adult child to your house deed, or giving them the home outright, might seem …
Navigating Social Security and Avoiding Costly Pitfalls “The Social Security hell morphed into Medicare hell and, will, not doubt, morph into federal income tax hell …
Navigating Cognitive Decline in Retirement Planning “When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs …
Stimulus Plan Brings Massive Changes to RMDs and Retirement Contributions“Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus …
